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Southern Company
SO

Overview Fund Activity

1,232 hedge funds and large institutions have $27.4B invested in Southern Company in 2017 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 461 increasing their positions, 451 reducing their positions, and 65 closing their positions.

Holders
1,232
Holders Change
+75
Holders Change %
+6.48%
% of All Funds
27.98%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.25%
New
149
Increased
461
Reduced
451
Closed
65
Calls
$211M
Puts
$209M
Net Calls
+$2.34M
Net Calls Change
-$109M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$458M
2
CBOA
2
Commonwealth Bank of Australia
Australia
$312M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$929M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.72B
5
LM
5
Luminus Management
Texas
$70.7M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$261M
2
Ameriprise
2
Ameriprise
Minnesota
$390M
3
Norges Bank
3
Norges Bank
Norway
$303M
4
Credit Agricole
4
Credit Agricole
France
$0
5
Franklin Resources
5
Franklin Resources
California
$1.03B
Name Market Value Shares Shares
Change 		Shares
Change %
Asset Management One
51
Asset Management One
Japan
$79.3M 1,649,034 -11,804 -0.7%
CS
52
Credit Suisse
Switzerland
$77.5M 1,610,883 +343,096 +27%
APG Asset Management
53
APG Asset Management
Netherlands
$76.2M 1,901,976 +56,400 +3%
Manulife (Manufacturers Life Insurance)
54
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$74.1M 1,541,386 -134,690 -8%
AllianceBernstein
55
AllianceBernstein
Tennessee
$74.1M 1,540,987 -41,123 -3%
New York State Teachers Retirement System (NYSTRS)
56
New York State Teachers Retirement System (NYSTRS)
New York
$74M 1,537,956 +5,974 +0.4%
LM
57
Luminus Management
Texas
$70.7M 1,469,630 +1,469,630 New
HSBC Holdings
58
HSBC Holdings
United Kingdom
$70M 1,454,668 +449,161 +45%
Principal Financial Group
59
Principal Financial Group
Iowa
$69.2M 1,439,139 +36,308 +3%
State of New Jersey Common Pension Fund D
60
State of New Jersey Common Pension Fund D
New Jersey
$68.3M 1,420,000 – –
State Board of Administration of Florida Retirement System
61
State Board of Administration of Florida Retirement System
Florida
$68.2M 1,418,993 +11,638 +0.8%
State of Wisconsin Investment Board
62
State of Wisconsin Investment Board
Wisconsin
$68.1M 1,416,856 +5,298 +0.4%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$67.9M 1,410,921 +887,425 +170%
EIP
64
Energy Income Partners
Connecticut
$62.2M 1,293,843 +55,716 +5%
First Trust Advisors
65
First Trust Advisors
Illinois
$60M 1,248,229 -926,339 -43%
CA
66
Cortland Advisers
Delaware
$59.7M 1,240,714 -99,227 -7%
CIC
67
Crawford Investment Counsel
Georgia
$58.7M 1,219,664 +17,141 +1%
Barclays
68
Barclays
United Kingdom
$57.5M 1,195,829 +21,260 +2%
Canada Pension Plan Investment Board
69
Canada Pension Plan Investment Board
Ontario, Canada
$54.2M 1,126,350 +70,814 +7%
GC
70
Guggenheim Capital
Illinois
$53.8M 1,118,419 -54,300 -5%
Jennison Associates
71
Jennison Associates
New York
$52.4M 1,089,946 -454 -0%
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$52.1M 1,082,786 -93,551 -8%
UBS Group
73
UBS Group
Switzerland
$51.4M 1,068,768 -193,641 -15%
MIS
74
Morningstar Investment Services
Illinois
$49.7M 1,034,201 -76,448 -7%
WHRC
75
W.H. Reaves & Co
New Jersey
$48.6M 1,011,550 +615,225 +155%
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